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Dealing with blended families as part of succession planning presentation


With approximately one in five families in Australia being a blended family, this presentation focuses on the succession planning issues that arise including:

  • the different approaches
  • mutual wills
  • passing control of family trusts
  • avoiding family trust distribution tax
  • dealing with superannuation death benefits.

Author profile:

Daniel Fry CTA
Daniel is a Partner at taxation law firm Norton & Smailes. He has approximately 20 years of experience in revenue law, beginning his career as a Chartered Accountant. Daniel practises in all areas of tax but has developed particular expertise in superannuation, trusts, all aspects of structuring, capital gains tax, estate planning for SME and high net worth clients and dealing with the Australian Taxation Office in relation to tax disputes. He is a former member of the Tax Institute's National Superannuation Committee and a regular speaker for industry bodies including the Tax Institute. Current at 05 February 2016 Click here to expand/collapse more articles by Daniel FRY.

This was presented at 24th National Convention 2009.

Get a 20% discount when you buy all the items from this event.

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